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Insurance Services
 
Focusing on wealth protection and the many complex issues that face individuals and businesses can be an overwhelming task. Susquehanna Wealth Strategies has developed widespread capabilities to address the issues of risk exposure, asset preservation, tax planning and business protection.
 
Our team of dedicated insurance planning professionals can work with business owners on:

  • Buy/Sell Funding for Continuation Planning
  • Key Man Replacement Coverage
  • Executive Benefits Planning
  • Collateral Assignments

For individuals we address concerns and provide solutions for:

  • Wealth Replacement
  • Income Replacement
  • Liquidity for Estate Needs
  • Estate Preservation
  • Funding of Irrevocable Trusts
  • Gifting
  • Multi-Generational Financing Planning

We work with you to identify the areas and assets at risk and provide comprehensive recommendations and products that can help you reduce your exposure to asset loss. In addition, you receive the same level of exceptional client service that has been the hallmark of Susquehanna Wealth Strategies for generations.
 
Your financial needs are our highest priority. To meet with a Wealth Strategies Consultant, or call or visit any of our Regional Offices.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither PRIMEVEST, nor any of its representatives may give legal or tax advice.
 
View PRIMEVEST Privacy Policy and other Important Information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and Insurance Products are offered through PRIMEVEST Financial Services, Inc. a registered broker-dealer, licensed insurance agency, and registered investment adviser, member FINRA/SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies
 
Securities and Insurance Products Are:
• Not FDIC Insured  • May Lose Value  • Not Bank Guaranteed
• Not a Deposit  • Not Insured by any Federal Government Entity
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Copyright © 2008 Susquehanna Bancshares, Inc.  |  Susquehanna Bancshares, Inc.  26 N. Cedar Street  Lititz, PA 17543-7000